Andrew Schmidt is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has two years of industry experience and previously worked at firms including LPL Enterprise, Modern Woodmen of America, and Microsoft. Outside of financial advising, he serves as Chief Operating Officer at Mount Pleasant Tax LLC, overseeing business operations, staffing, and technology. MassMutual Investors Services is an SEC-registered broker-dealer and investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs a collaborative, software-driven planning process focusing on investment categories and strategies rather than specific product selections.

Joshua De Long is a financial advisor with Mass Mutual Investors Services holding Series 63 and Series 65 credentials and one year of industry experience. He has worked with several firms, including Guardian Life Insurance Company and New York Life. There are no notable outside activities listed. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning relationships and employs firm-approved software for goal analysis and recommendations.

Kevin Brown is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and 27 years of industry experience. His prior roles include positions at Osaic Wealth, Royal Alliance Advisors, and Signator Investors. Outside of advising, he is president of R.E. Baxter & Associates, Inc., a support company based in Charleston, SC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers non-discretionary planning tailored to client goals and supports municipal and public finance advisory work through a unique affiliation with a municipal advisor.

Stephen Bejsiuk is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds Series 65 and Series 66 designations. His prior roles include positions at Empire Asset Management, Divine Capital Markets LLC, Divine Asset Management LLC, and Ivy Securities, Inc. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with over 14,000 advisors, providing a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Tara Schiavoni is a financial advisor at Merrill with 3 years of industry experience and holds a Series 66 designation. She has been with Merrill since 1998. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Christopher Jackson is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and over 35 years of industry experience. He has been with UBS since 2002. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management through proprietary research and a broad range of capital markets services.

Julia Dotterer is a financial advisor at Morgan Stanley with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. She serves on the advisory board for the Colonial Commons Commission in Charleston, South Carolina. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery and firm-approved tools, supporting both direct client plans and corporate financial planning agreements.

Jessica Harper is a financial advisor with Wells Fargo Advisors in Charleston, SC, holding Series 63 and Series 66 licenses and having 25 years of industry experience. She has been with Wells Fargo Advisors Financial Network since 2016. Harper is a trustee for the Ada Harper 401(k) plan and has ownership roles in several investment-related entities including Ada Harper LLC and Millennium Private Wealth LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting net-worth thresholds and combines advisory services with other financial products and referral channels.

James Sumner is a financial advisor at Raymond James & Associates with four years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously as a Medicare Agent Representative and with firms including Imagine Financial, AE Wealth Management, and Amercare Royal. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Jeffrey Burton is a financial advisor with Wells Fargo Advisors in Charleston, SC, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Wells Fargo Advisors since 2016. Outside of his advisory role, he serves as the head golf coach for Bishop England High School in Charleston. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including cash-flow, retirement, and special-needs analysis, using proprietary research and planning tools.

Donald Allen is a financial advisor with LPL Financial in Charleston, SC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with LPL Financial and its predecessor firms since 1995. Outside of his advisory role, he is involved in a land ownership venture with family members. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and institutional services.

Jessica Bellamy is a financial advisor with Morgan Stanley in Charleston, SC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2011. Outside of her advisory role, she owns and manages real estate through her single-member LLCs. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and global investment resources.

John Adelman is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with UBS since 2009. Outside of his advisory work, he serves as President of Mountain Ridge Country Club in New Jersey, where he leads board meetings and helps set policy. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor client plans. The firm operates with extensive institutional trading capabilities alongside wealth management services.

Richard Rossi is a financial advisor with Robert Baird & Co. in Charleston, SC, holding Series 65 and Series 63 designations and bringing 27 years of industry experience. He has been with Robert Baird & Co. since 2013. Richard is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by internal research, advanced tools, and a mix of manager-traded and model-traded strategies.

Noah Tremaine is a financial professional with seven years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 designations and has previously worked at firms including Wells Fargo and Minnesota Life Insurance Company. Outside of his advisory role, he is also a financial professional with Commonwealth Financial Group. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform that includes affiliated and third-party managers, supporting both discretionary and non-discretionary account structures.

Anne Shore is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. She has worked at Wells Fargo in various capacities since 2014, with a brief tenure at Morgan Stanley in 2018-2019. Outside of her advisory role, she serves as a trustee and executor related to family estates. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable range of investment options including insurance-related vehicles and bank deposit sweep programs.

Derek Ehman is a financial advisor at Wells Fargo Advisors with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors since 2019, following prior roles at Truist Advisory Services, Truist Investment Services, Inc., and Bb&T Securities, LLC. Outside of his advisory work, he is involved with LIVEWIRZ, LLC, an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with clients able to implement recommendations through brokerage or advisory programs as they choose.

Brian Noone is a Senior Financial Advisor with Merrill Lynch Wealth Management and a managing partner of The 712 Investment Group. He began his career in financial services in 1998 and joined Merrill Lynch in 1999. In his role, Brian oversees the organizational structure of the team, coordinating internal and external partnerships and long-term strategic planning. He helps clients create individualized strategies tailored to their income and growth objectives, focusing on asset preservation and risk management. Additionally, Brian provides services for endowments and foundations, utilizing Bank of America Merrill Consulting Services to assist in designing investment policy statements. Brian holds a bachelor's degree in finance from Villanova University, where he was also a member of the men's basketball team from 1995 to 1998. He holds professional designations as a Personal Investment Advisor (PIA) and in Sports & Entertainment (SE). His client focus areas include services for endowments, foundations, and non-profits, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, special needs planning strategies, sports and entertainment, tax minimization, and retirement income. He is actively involved in community service, volunteering with the Catholic Youth Organization (CYO), Police Athletic League (PAL), and the Trident Basketball Association by coaching youth basketball and baseball. Brian resides in Charleston, South Carolina, with his wife Jennifer and their five young children.

Raihan Samnani is a financial advisor at Wells Fargo Advisors with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo Advisors in 2023, he held roles at California State University, Fullerton, Carlson & Jayakumar, LLP, and taught at Irvine Valley College and Woodbridge High School. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations for clients.

Joel Schoonover is a financial advisor with Wells Fargo Advisors in Charleston, SC. He holds a Series 66 designation and has held various roles including at Quantum Financial Advisors and the University of Pittsburgh. Prior to entering financial services, he worked in education and operated a plumbing and heating business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with planning engagements typically offered on a discrete basis.